Institutional Ownership Eli Lilly & CO (LLY)
This table provides information about the institutional ownership of Eli Lilly & CO (LLY). We have compiled data on the 4,011 institutions that hold shares in the stock, with a total of 751 Million shares, which have been reported (via 13F filing form) to have a value of $597 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jdm Financial Group LLC
Encino, CA |
Nov 15, 2024 Q3 2024 |
24
shares
|
$19,096
0.01% of portfolio
|
Q3 2024
Added 60.0%
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Oct 31, 2024 Q3 2024 |
23
shares
|
$18,300
1.81% of portfolio
|
Q3 2024
Added 53.33%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 08, 2024 Q3 2024 |
22
shares
|
$17,504
0.0% of portfolio
|
Q3 2024
Added 120.0%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
20
shares
|
$15,913
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
20
shares
|
$15,913
0.0% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 13, 2024 Q3 2024 |
19
shares
|
$15,117
0.01% of portfolio
|
Q3 2024
Added 90.0%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 13, 2024 Q3 2024 |
18
shares
|
$14,322
0.01% of portfolio
|
Q3 2024
Reduced 90.67%
|
|
|
Cowen Prime Advisors LLC
|
Jul 31, 2023 Q2 2023 |
16
shares
|
$12,730
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Oct 28, 2024 Q3 2024 |
16
shares
|
$12,730
0.0% of portfolio
|
Q2 2024
Added 14.29%
|
|
|
Citizens National Bank Trust Department
|
Oct 29, 2024 Q3 2024 |
15
shares
|
$11,935
0.0% of portfolio
|
Q2 2024
Reduced 25.0%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Oct 17, 2024 Q3 2024 |
15
shares
|
$11,935
0.0% of portfolio
|
Q2 2024
Reduced 6.25%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 15, 2024 Q3 2024 |
14
shares
|
$11,139
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 29, 2024 Q3 2024 |
14
shares
|
$11,139
0.01% of portfolio
|
Q3 2023
Reduced 87.83%
|
|
|
Macroview Investment Management LLC
|
Oct 22, 2024 Q3 2024 |
12
shares
|
$9,548
0.01% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Rogco, LP
Claremore, OK |
Oct 22, 2024 Q3 2024 |
12
shares
|
$9,548
0.0% of portfolio
|
Q4 2023
Reduced 40.0%
|
|
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
Oct 31, 2024 Q3 2024 |
12
shares
|
$9,548
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Steph & CO
|
Oct 15, 2024 Q3 2024 |
10
shares
|
$7,956
0.0% of portfolio
|
Q3 2024
Reduced 83.33%
|
|
|
Berkshire Capital Holdings Inc
San Jose, CA |
Nov 12, 2024 Q3 2024 |
10
shares
|
$7,956
0.0% of portfolio
|
Q3 2024
Reduced 99.94%
|
|
|
Slocum, Gordon & CO LLP
Newport, RI |
Nov 04, 2024 Q3 2024 |
10
shares
|
$7,956
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Disciplina Capital Management LLC
Nashville, TN |
Nov 04, 2024 Q3 2024 |
10
shares
|
$7,956
0.0% of portfolio
|
Q3 2024
Reduced 98.55%
|
|
|
West End Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
9
shares
|
$7,161
0.0% of portfolio
|
Q3 2024
Reduced 10.0%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
8
shares
|
$6,365
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Oct 22, 2024 Q3 2024 |
8
shares
|
$6,365
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 28, 2024 Q3 2024 |
7
shares
|
$5,569
0.0% of portfolio
|
Q1 2023
Reduced 94.85%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Nov 04, 2024 Q3 2024 |
6
shares
|
$4,774
0.0% of portfolio
|
Q2 2024
Reduced 40.0%
|